Automate workflows across your entire business
Build trigger-based automations that connect CRM, WhatsApp, inventory, and HR modules. Send notifications, update records, and trigger actions when conditions are met.
Key Capabilities
Trigger-based Workflows
Set up automations triggered by events — new lead, deal stage change, low stock, leave approved.
Multi-channel Notifications
Send WhatsApp messages, emails, or in-app notifications automatically when conditions are met.
Record Updates
Automatically update records across modules when triggers fire — no manual intervention.
Conditional Logic
Build complex workflows with if/else conditions, delays, and branching paths.
Automation Logs
Full audit trail of every automation run — what triggered, what actions were taken, and outcomes.
Templates
Pre-built automation templates for common workflows — lead nurture, payment reminders, onboarding.
Benefits
- Eliminate repetitive manual tasks
- Connect all modules with automated workflows
- Reduce human error in business processes
- Full visibility into automation execution
- Pre-built templates for quick setup
Real-World Use Cases
See how businesses like yours use Orbix Automations to solve real problems.
Lead Nurture Sequence
Challenge
A real estate company captures leads from multiple sources but agents forget to follow up after the first call. Leads go cold within days.
Result
An automation sends a WhatsApp message 2 hours after lead capture, a follow-up email on day 3, and reassigns the lead to a senior agent if no response by day 7. Lead engagement rate increased by 45%.
Inventory Reorder Alerts
Challenge
A retailer's warehouse team manually checks stock levels daily. By the time they notice a low-stock item, it's already out of stock for 2-3 days.
Result
An automation triggers when stock drops below the minimum threshold — it sends a WhatsApp alert to the purchase manager and auto-generates a draft purchase order. Stockout duration reduced to zero.
Employee Onboarding Workflow
Challenge
When a new hire joins, HR must create accounts, assign equipment, send welcome emails, and schedule orientation — often missing steps.
Result
A hiring pipeline stage change to 'Hired' triggers a workflow: IT gets an equipment request, HR sends the welcome packet, and the manager gets a calendar invite for orientation. Nothing falls through the cracks.
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